Home › Wealth Management Software › Aggio
A

Aggio Reviews, Pricing, Features & Alternatives in 2026

Aggio is a comprehensive wealth management platform enabling financial advisors to streamline client reporting, portfolio monitoring, and financial planning through an intuitive, all-in-one software solution.

Wealth Management Software Financial Planning Software Portfolio Management Software Client Portal Software
0.0 (0) reviews)
• Write a Review
Founded • United States • Cloud-based
Start Free Trial Visit Website

Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is Aggio?

Wealth Management Software

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

:

Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use Aggio?

Best for Company Sizes

Popular Industries

Our Verdict

Ready to Try Aggio?

Start your 30-day free trial today—no credit card required. See why over 15,000 teams trust Aggio

Start Free Trial Visit Website

User Reviews

Overall Rating

0.0
Based on 0 reviews

Ratings Breakdown

5 ★
0%
4 ★
0%
3 ★
0%
2 ★
0%
1 ★
0%

Secondary Ratings

Ease of Use
0.0
Value for Money
0.0
Customer Support
0.0
Functionality
0.0
View All 0 Reviews

Aggio Alternatives

Comparing options? Here are some popular alternatives to Aggio:

11trees.com

Wealth Management Software

0.0 (0 reviews)

Real Estate Investment Software

Starting at Custom Pricing
View Details Compare

Advizor Solutions, Inc.

Wealth Management Software

0.0 (0 reviews)

Data Analytics Software

Starting at Custom Pricing
View Details Compare

Advizr

Wealth Management Software

0.0 (0 reviews)

Financial Planning Software

Starting at Custom Pricing
View Details Compare

Acorns

Wealth Management Software

0.0 (0 reviews)

Personal Finance Software

Starting at Custom Pricing
View Details Compare

Alpine Investors

Wealth Management Software

0.0 (0 reviews)

Private Equity Software

Starting at Custom Pricing
View Details Compare

Workday Adaptive Planning

Wealth Management Software

0.0 (0 reviews)

Financial Planning Software

Starting at Custom Pricing
View Details Compare

Anaplan

Wealth Management Software

0.0 (0 reviews)

Business Planning Software

Starting at Custom Pricing
View Details Compare

Advyzon

Wealth Management Software

0.0 (0 reviews)

Financial Planning Software

Starting at Custom Pricing
View Details Compare

Alliance Trust Savings

Wealth Management Software

0.0 (0 reviews)

Investment Management Software

Starting at Custom Pricing
View Details Compare

Atomic

Wealth Management Software

0.0 (0 reviews)

Investment Management Software

Starting at Custom Pricing
View Details Compare

Request a Demo of Monday.com

Fill out the form below and we'll connect you with Monday.com

Share Your Experience with Monday.com

Your review helps others make better software decisions

1 = Poor | 2 = Fair | 3 = Average | 4 = Good | 5 = Excellent
Ease of Use
Value for Money
Customer Support
Features/Functionality
Max 60 characters
Minimum 150 characters, maximum 1000
Minimum 30 characters
Minimum 30 characters
Not at all likely (0) 5 Extremely likely (10)
We'll send a verification link to this email